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HRT Financial’s John Wiley & Sons Class A WLY Stock Holding History

HRT Financial’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-155,140
Closed -$5.91M – 5479
2026
Q1 		$5.91M Buy
155,140
+62,651
+68% +$2.03M 0.01% 900
2025
Q4 		$2.83M Sell
92,489
-18,609
-17% -$655K 0.01% 1082
2025
Q3 		$4.5M Buy
111,098
+74,966
+207% +$3.03M 0.02% 719
2025
Q2 		$1.61M Sell
36,132
-31,952
-47% -$1.35M 0.01% 1023
2025
Q1 		$3.03M Buy
+68,084
New +$2.88M 0.02% 635
2024
Q4 		– Sell
-24,657
Closed -$1.19M – 3348
2024
Q3 		$1.19M Buy
+24,657
New +$1.13M 0.01% 1146
2024
Q1 		– Sell
-26,362
Closed -$836K – 3186
2023
Q4 		$836K Sell
26,362
-89,361
-77% -$2.79M 0.01% 1080
2023
Q3 		$4.3M Buy
115,723
+90,728
+363% +$3.22M 0.04% 345
2023
Q2 		$850K Buy
+24,995
New +$911K 0.01% 1038
2022
Q3 		– Sell
-63,831
Closed -$3.05M – 3584
2022
Q2 		$3.05M Buy
+63,831
New +$3.26M 0.03% 414
2022
Q1 		– Sell
-63,067
Closed -$3.61M – 3963
2021
Q4 		$3.61M Buy
+63,067
New +$3.41M 0.02% 395
2021
Q3 		– Sell
-12,126
Closed -$729K – 3821
2021
Q2 		$729K Sell
12,126
-127,224
-91% -$7.57M 0.01% 1447
2021
Q1 		$7.55M Buy
+139,350
New +$7.09M 0.08% 186
2020
Q1 		– Sell
-14,746
Closed -$715K – 1415
2019
Q4 		$715K Buy
+14,746
New +$686K 0.03% 433

Other funds holding WLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HRT Financial's WLY Position: Q2 2026 in Review

HRT Financial sold out of John Wiley & Sons Class A (WLY) in Q2 2026, closing a stake of 155,140 shares — an estimated $5.91M sold.

HRT Financial first reported a position in WLY in Q4 2019 and held it in 14 quarters. The position peaked at $7.55M in Q1 2021. 267 funds tracked by Wall St. Rank hold WLY as of Q2 2026.

  • HRT Financial reported no remaining John Wiley & Sons Class A position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 155,140 John Wiley & Sons Class A shares in Q2 2026, an estimated $5.91M.
  • HRT Financial first reported a position in John Wiley & Sons Class A in Q4 2019 and held it in 14 quarters.
  • HRT Financial's John Wiley & Sons Class A position peaked at $7.55M in Q1 2021.
  • 267 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.